Tasks

Tasks is a dental practice "To Do List" that allows users to create and monitor tasks that have implications for the Appointment Book.

It is available from EXACT version 11.3.

Note that the alert icon has changed from EXACT version 12, and the Tasks Alert is now limited to nine tasks

Overview

Purpose

Benefits

Features

Requirements

Using

Workflow, screens and procedures

Launching Tasks

Adding the Task List icon to the Workspace Bar

The Tasks interface

Adding a New Task

Marking Tasks as Completed

Adding Notes to a Task

Dealing with popup reminders

Configuring

Setting up and customising

(Optional, not required)

Configuring Tasks icon on Workspace Bar

Configuring default display of Completed Tasks

Resources

Videos, PDFs

Mini-Masterclass - How to setup and use Tasks within EXACT

Practice Tasks List

User Guide

Training Competencies Checklist